Charlie Edward Santos
Investment adviser representative at Oppenheimer & Co. Inc.
25 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Oppenheimer & Co. Inc.May 2026 to now
- OppenheimerMay 2026 to now
- Hasc Soccer ClubSep 2019 to now
- Edward JonesSep 2019 to Apr 2026
- Susa SoccerSep 2001 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7174242
- Firm CRD
- 249